SWIFT CREEK REAL ESTATE PARTNERS LLC

Adviser information for SWIFT CREEK REAL ESTATE PARTNERS LLC last updated from Form ADV on December 22nd, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Texas, United States

Employees

Total Number of Employees 14
Investment Advisory/Research 8
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 0 $0
Non-Discretionary 0 $0
Total 0 $0

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients
Compensation % of AUMPerformance-based fees

Identifiers

SEC RIA File Number 801-129406
SEC ERA File Number 801-129406
SEC CIK Numbers None
SEC CRD Numbers 329614
Legal Entity Identifier None

Principal Office

2525 MCKINNON STREET
SUITE 530
DALLAS
TX
United States
Monday - Friday, 8:30AM - 5:30 PM
Tel: 214-692-4200, Fax: 214-692-4201

Chief Compliance Officer

ANN MELASKY
CHIEF FINANCIAL OFFICER
2525 MCKINNON STREET
SUITE 530
DALLAS
TX
United States
Tel: 214-692-4259
Fax: 214-692-4201
(Full email address available in API data)

Regulatory Contact

SCOTT FITZGERALD
CHIEF EXECUTIVE OFFICER & SOLE MEMBER
2525 MCKINNON STREET
SUITE 530
DALLAS
TX
United States
Tel: 214-692-4218
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
FITZGERALD, SCOTT, RANDALL Individual CHIEF EXECUTIVE OFFICER & SOLE MEMBER 12/2023 > 75%
MELASKY, ANN, MARGARET Individual CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER 12/2023 < 5%

No. Employees, Historic

201002023202414 on 12/22/2023

RAUM, Historic

000202320240 on 12/22/2023